See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,646 | $85,202+36.9% | $172,739-32.5% | $72,985+59.8% |
| Participation rate | 92.5% | 70.1%+22.4pp | 82.6%+9.9pp | 69.5%+23.0pp |
| Annual return | 23.89% | 27.32%-3.4pp | 802.84%-779.0pp | 81.00%-57.1pp |
| Employer contribution / active EE | $6,703 | $3,324+101.6% | $5,143+30.3% | $2,440+174.7% |
| Participant deferral / active EE | $5,437 | $3,260+66.8% | $5,198+4.6% | $3,607+50.7% |
| Admin fee / account holder | $2,508 | $5,884-57.4% | $13,954-82.0% | $5,124-51.1% |